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Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
Acquired
Is There a Big Issue Out There?
Ike: Try to find a game where you think you can be the smartest person, or have the opportuniby smarts person in the room. Are there markets where i can land on the ground, whether their frontier markets are what we call or emerging markets? Do you've any inklings about where that might exist in the world? No. I mean, investing ont i don't like, i would just try to stick to investing where i i think it's the most clear. How soon do you think we'll see a ten trillion dollar company? That seems very likely.
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